A certain "smart money" address spent 260 SOL to acquire an additional 3.5 million GHOST coins.

According to monitoring by Onchain Lens, Wintermute has transferred 1,279.99 BTC worth approximately $98.68 million to Binance via 8 transactions over the past 18 hours. The latest transfer amounts to 90.1 BTC, valued at around $6.97 million. Previous data indicates Wintermute has been continuously moving BTC to trading platforms recently; this week, its total BTC inflow to Binance has reached 3,834.3 coins, worth about $256.8 million. Large deposits on trading platforms are generally viewed by the market as a potential sell pressure signal, but for market makers like Wintermute, such transfers may also be used for liquidity management, market making or cross-platform trading. On-chain transfers alone cannot confirm their actual selling activity.

U.S. Treasury Secretary Scott Bessent confirmed that he will formally unveil the details of "unprecedented economic isolation" measures against Iran on the 24th. In an article published in the Financial Times, Bessent stated, "We are entering the decisive phase. At dawn, an economic 'D-Day' targeting Iran is approaching — this is the largest financial offensive ever launched against an adversarial power." Bessent also threatened that any country providing financial support to the faltering Iranian regime should expect to face the same isolation. The U.S. aims to cut off every economic lifeline propping up the regime until Tehran is left completely isolated, he added. Per signals Bessent has previously released, the U.S. will deploy all law enforcement tools to impose secondary sanctions on countries and enterprises maintaining business ties with Iran, focusing on three key economic activities: purchasing Iranian oil, transferring funds to Iran, and maritime ship-to-ship transfers of Iranian crude oil. Notably, when outlining the sanctions, Bessent specified that "large-scale military operations are no longer expected to be necessary."

According to monitoring by Onchain Lens, market maker Wintermute has recently continued depositing funds into Hyperliquid and expanding its short positions. Its total short exposure has risen from the previous $146 million to $191 million, adding approximately $44.58 million in short positions. Currently, its top five short positions are: ETH (~$53.02 million), BTC (~$30.66 million), SOL (~$22.62 million), HYPE (~$11.43 million), and XRP (~$10.19 million). The address currently has an unrealized loss of roughly $5.85 million. Additionally, Wintermute is transferring large amounts of funds to centralized exchanges such as Binance; the scale of its CEX perpetual contract positions remains to be further observed.

AI content detection firm Originality.ai recently released a study analyzing 2034 recently published religion and faith-related books sampled from Amazon, finding that 1272 of them, or roughly 63%, were judged as "likely AI-generated". Among these, books on witchcraft, Hinduism, and Taoism had the highest proportion of AI-generated content, reaching 78%, 76%, and 74% respectively. Researchers also found that among the witchcraft-related books flagged as AI-generated, around 53% of verifiable factual claims may be incorrect. However, the firm emphasized that AI detection results only represent the probability that a text is "likely written by AI" and are not final conclusions. Since different AI detection tools may produce false positives or even conflicting results, the relevant findings remain subject to some debate.

According to CME’s FedWatch Tool, the probability that the Federal Reserve will hold interest rates steady in September is 59.0%, while the chance of a cumulative 25 basis point rate hike is 41.0%. For October, the likelihood of the Fed keeping rates unchanged stands at 46.6%, the probability of a cumulative 25 basis point hike is 44.8%, and the probability of a cumulative 50 basis point hike is 8.6%.

ZeroHedge published an article noting that the phased peak in trading for chip and storage stocks landed exactly on the day when Total Return Swap (TRS) financing costs hit an all-time high. The outlet argues that the rally narrative surrounding AI, chip, and storage sectors may have masked heavy leverage-driven factors. Institutions including Situational Awareness used tools like TRS to execute highly leveraged trades, which further amplified volatility in related assets once the market shifted. Data shows that Situational Awareness previously faced sharp drawdowns from its highly leveraged positions and was forced to offload a large chunk of tech stock holdings, signaling that the rally in some hot chip and AI trades may not be entirely fundamental-driven.